RIA Data Center
Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.
Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 201 | Chesley, Taft & Associates, Llc | $1,225,497 | $1,797,142,947 | $146,494,732 | $1,943,637,679 |
| 202 | Cary Street Partners | $366,266 | $540,327,629 | $1,400,513,719 | $1,940,841,348 |
| 203 | North Star Asset Management Inc | $814,929 | $1,891,452,136 | $45,633,426 | $1,937,085,562 |
| 204 | Donaldson Capital Management Llc | $594,402 | $1,775,255,918 | $159,522,732 | $1,934,778,650 |
| 205 | Donaldson Capital Management Llc | $594,402 | $1,775,255,918 | $159,522,732 | $1,934,778,650 |
| 206 | Reynders, Mcveigh Capital Management, Llc | $1,311,881 | $1,734,349,731 | $194,115,130 | $1,928,464,861 |
| 207 | Circle Wealth Management, Llc | $3,471,911 | $1,192,653,808 | $727,312,698 | $1,919,966,506 |
| 208 | Yale Capital Corp. | $18,042,448 | $1,912,499,533 | — | $1,912,499,533 |
| 209 | Courier Capital, Llc | $1,356,597 | $1,533,658,935 | $375,073,370 | $1,908,732,305 |
| 210 | Goelzer Investment Management | $1,463,445 | $1,827,416,529 | $57,501,095 | $1,884,917,624 |
| 211 | Waters, Parkerson & Co., Llc | $1,109,247 | $1,765,127,542 | $117,264,781 | $1,882,392,323 |
| 212 | Radnor Financial Advisors, Llc | $699,730 | $1,871,078,384 | — | $1,871,078,384 |
| 213 | Mcf Advisors, Llc | $488,062 | $1,139,944,200 | $727,867,218 | $1,867,811,418 |
| 214 | Farr Miller & Washington Llc | $1,551,117 | $1,797,617,181 | $66,824,998 | $1,864,442,179 |
| 215 | Capital Counsel Llc | $3,080,947 | $1,822,423,960 | $7,658,475 | $1,830,082,435 |
| 216 | Gibson Capital, Llc | $2,096,833 | $1,725,280,126 | $98,964,956 | $1,824,245,082 |
| 217 | Covenant | $1,028,460 | $1,760,738,251 | $53,465,890 | $1,814,204,141 |
| 218 | Meritage Portfolio Management, Inc. | $1,428,074 | $1,738,361,811 | $75,292,486 | $1,813,654,297 |
| 219 | Argent Wealth Management, Llc | $923,664 | $1,653,948,483 | $140,730,753 | $1,794,679,236 |
| 220 | Windrose Advisors Llc | $22,675,166 | $377,273,459 | $1,414,064,670 | $1,791,338,129 |
| 221 | Pegasus Partners | $794,851 | $1,695,304,695 | $94,699,202 | $1,790,003,897 |
| 222 | Perigon Wealth Management, Llc | $737,977 | $1,459,000,000 | $321,000,000 | $1,780,000,000 |
| 223 | Colony Family Offices, Llc | $4,794,873 | $1,743,378,518 | $30,724,549 | $1,774,103,067 |
| 224 | Laird Norton Wealth Management | $1,256,300 | $1,499,434,619 | $270,692,417 | $1,770,127,036 |
| 225 | Summitry, Llc | $1,245,962 | $1,708,745,750 | $60,520,974 | $1,769,266,724 |
| 226 | Cadinha & Co Llc | $332,707 | $1,766,341,127 | — | $1,766,341,127 |
| 227 | Beirne Wealth Consulting Services, Llc | $1,458,931 | $519,819,667 | $1,244,027,760 | $1,763,847,427 |
| 228 | The Welch Group, Llc | $623,887 | $1,758,737,229 | — | $1,758,737,229 |
| 229 | Wellspring Financial Advisors, Llc | $2,046,787 | $519,837,993 | $1,232,211,277 | $1,752,049,270 |
| 230 | Wealthcare Capital Management Llc | $243,572 | $1,698,991,598 | $39,136,027 | $1,738,127,625 |
| 231 | Wealthcare Capital Management Llc | $243,572 | $1,698,991,598 | $39,136,027 | $1,738,127,625 |
| 232 | Bakeravenue | $1,027,355 | $1,525,649,220 | $210,580,936 | $1,736,230,156 |
| 233 | West Financial Services, Inc. | $781,742 | $1,696,434,442 | $20,270,842 | $1,716,705,284 |
| 234 | Truewealth Management | $593,711 | $1,577,613,841 | $122,773,099 | $1,700,386,940 |
| 235 | Smith, Salley & Associates, Llc | $1,196,230 | $1,691,469,449 | — | $1,691,469,449 |
| 236 | Private Vista, Llc | $398,521 | $1,564,290,000 | $112,289,023 | $1,676,579,023 |
| 237 | Private Vista, Llc | $398,521 | $1,564,290,000 | $112,289,023 | $1,676,579,023 |
| 238 | Norris Perne & French Llp | $999,823 | $1,660,705,974 | — | $1,660,705,974 |
| 239 | Bridgewater Advisors Inc. | $675,755 | $1,656,274,752 | — | $1,656,274,752 |
| 240 | Capstone Financial Advisors Inc | $698,641 | $1,636,041,635 | $6,462,246 | $1,642,503,881 |
| 241 | Salem Investment Counselors Inc | $914,031 | $1,613,012,118 | $27,673,866 | $1,640,685,984 |
| 242 | Osborne Partners | $1,169,407 | $1,281,078,584 | $351,413,164 | $1,632,491,748 |
| 243 | Rtd Financial Advisors Inc | $732,121 | $1,607,219,986 | $21,017,512 | $1,628,237,498 |
| 244 | Wealthplan Advisors, Llc | $1,864,303 | $267,337,766 | $1,356,470,405 | $1,623,808,171 |
| 245 | Vista Capital Partners, Inc. | $749,653 | $1,620,750,645 | — | $1,620,750,645 |
| 246 | Fairway Wealth Management Llc | $6,796,038 | $2,640,977 | $1,614,816,121 | $1,617,457,098 |
| 247 | Fairway Wealth Management Llc | $6,796,038 | $2,640,977 | $1,614,816,121 | $1,617,457,098 |
| 248 | Altium Wealth Management Llc | $619,818 | $1,614,006,942 | — | $1,614,006,942 |
| 249 | True North Advisors, Llc | $513,091 | $1,581,734,664 | $19,623,015 | $1,601,357,679 |
| 250 | Heritage Financial Services, Llc | $364,258 | $1,601,277,179 | — | $1,601,277,179 |
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
For more information about the RIA Data Center, please contact InvestmentNews Data.
Reprints: For reprints of these rankings, please contact Laura Picariello.
*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
Database last updated on June 5, 2019.
